Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $533B
1-Year Est. Return 30.79%
 

Capital Research Global Investors (CRGI), a division of Capital Group established in 1931 and headquartered in Los Angeles, California, is a powerhouse in active investment management, overseeing hundreds of billions in assets with a focus on global equity portfolios. Known for its long-term, research-intensive approach, CRGI employs a unique multiple-portfolio-manager system to diversify risk and enhance returns, serving institutional clients, financial advisors, and individual investors through vehicles like the American Funds mutual fund family. The firm’s investment philosophy emphasizes fundamental analysis and a deep understanding of companies worldwide, aiming to identify growth opportunities over extended horizons. As part of Capital Group’s broader mission, CRGI has built a reputation for delivering consistent, value-driven results in the global investment landscape.

This Quarter Est. Return
1 Year Est. Return
+30.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NTR icon
326
Nutrien
NTR
$29.9B
$67.1M 0.01%
1,143,265
+9,488
STZ icon
327
Constellation Brands
STZ
$25B
$66.8M 0.01%
496,340
-101,656
MATX icon
328
Matsons
MATX
$3.79B
$65.4M 0.01%
663,825
-75,066
DE icon
329
Deere & Co
DE
$132B
$64.7M 0.01%
141,493
+1,158
FCFS icon
330
FirstCash
FCFS
$7.26B
$63.7M 0.01%
402,112
+176,549
OSK icon
331
Oshkosh
OSK
$8.22B
$63.4M 0.01%
+489,134
FND icon
332
Floor & Decor
FND
$6.7B
$62.6M 0.01%
850,023
-525,170
EIX icon
333
Edison International
EIX
$22.7B
$62.3M 0.01%
1,126,693
-3,197,652
BRK.A icon
334
Berkshire Hathaway Class A
BRK.A
$1.09T
$61.8M 0.01%
82
WU icon
335
Western Union
WU
$3.05B
$61.5M 0.01%
7,691,575
+11,668
NCNO icon
336
nCino
NCNO
$2.81B
$60.4M 0.01%
2,229,082
-597,837
RYTM icon
337
Rhythm Pharmaceuticals
RYTM
$7.51B
$60.4M 0.01%
+598,247
AZN icon
338
AstraZeneca
AZN
$284B
$60.2M 0.01%
785,259
+8,306
TTEK icon
339
Tetra Tech
TTEK
$8.98B
$59.7M 0.01%
1,787,103
REGN icon
340
Regeneron Pharmaceuticals
REGN
$79.1B
$59.5M 0.01%
105,749
+3,635
CWH icon
341
Camping World
CWH
$628M
$58.7M 0.01%
3,715,646
+499,999
OLLI icon
342
Ollie's Bargain Outlet
OLLI
$6.93B
$58.3M 0.01%
453,972
-250,138
WCC icon
343
WESCO International
WCC
$12.6B
$57.2M 0.01%
270,312
SHEL icon
344
Shell
SHEL
$206B
$55.3M 0.01%
773,610
+1,306
WELL icon
345
Welltower
WELL
$131B
$54.6M 0.01%
306,310
UMH
346
UMH Properties
UMH
$1.36B
$54.5M 0.01%
3,671,303
-1,800,000
STEP icon
347
StepStone Group
STEP
$5.02B
$51.9M 0.01%
794,883
CNMD icon
348
CONMED
CNMD
$1.25B
$48.6M 0.01%
1,032,733
-643,431
FISV
349
Fiserv Inc
FISV
$37.1B
$48M 0.01%
372,056
+2,908
MKSI icon
350
MKS Inc
MKSI
$10.7B
$47.9M 0.01%
387,153